Organizations
Auctions are managed by Organizations in Auctria. A User Accounts can be associated with one, or more, Organizations at the same time. To access your Organizations Dashboard page, from the main Auction Dashboard, click through the Organizations entry in the sidebar menu.
The Organizations Dashboard provides for many operations in Auctria such as adding New Auctions, adding User Accounts, creating new Organizations, uploading Logos, and much more. These functions and features are available based on the Permissions associated with your User Account.
∞ User PermissionsDetails
When you open the Organizations Dashboard the Details tab is displayed by default. This tab lets you modify some of the commonly used information for the Organization.
Organization
- Name
This is the name that will be used for the Organization.
Contact Information
- Email
This is the main contact email address and will be shown and used with various pages and forms. - Billing Email
Enter the email address Auctria should contact about billing and license renewals if different from the "Email" address above. - Phone
A contact telephone number. - Website
An external website address URL.
IMPORTANT
The email address fields used on the organizations page must use a valid email address and should only contain a single address. Addresses not correctly formatted will cause issues when sending emails.
Address
The address used here will be copied to the Text Profile dashboard Address section.
These addresses use the same reference data.
This address, if the organization is using the Text Messages feature set, should the legal registration address for the Organization. Otherwise, if it common practice to use the local organization address here if they are not the same.
Settings
- Timezone
This generally matches the physical event/auction location chosen from a drop-down selector. - Currency
The default currency to be used with the auction chosen from a drop-down selector of currencies currently supported. - Bcc Email (receives copies of all emails)
This email address will effectively receive copies of all emails except ones that would contain proxy bid information.
Social Media
You can define the default Social Media Links for your organization which will be used on the Auction Website and in the default Email Footer. Use the Social Media tab to enter the appropriate social media account username for your organization.
INFORMATION
You only need to specify the social media platform's user ID (or profile identifier) for each site. You do not need to add the full URL, Auctria will generate the correct URL link automatically using these details.
Please note, these details can also be used by the Social Bar element.
The current social media sites:
- X (formerly known as Twitter)
- YouTube
Logos
Use the Logos tab to add the Organization logo. This will be the fallback if an Auction logo is not set.
You may add one or more images to each organization. Adding an image to an organization makes that image available to be included in the auction catalog and forms.
Images are best having less that 1MB in size. PNG, JPG, and GIF file formats are accepted.
Add Organization Logo
To upload, or add, an image click the Logos tab and then click the Upload New Image button.
The precise dimension is not critical (since screen sizes will vary) although a width roughly in the following ranges will work well in most cases:
- for "full-width" photos or images, a width of around 1200px is best;
- for "half-width" photos or images, a width around 600px should be used; and,
- page background images work well up to 1600px wide.
See Adding And Modifying Images under Learning Auctria for additional reference.
Connections
The Connections tab shows the status of the Organizations (Contact Information) email address, Stripe.com connection, etc.
Actions
- Add Auction - Links to the "Add Auction" page.
∞ Add New Auction - All Auctions - Links to the Auctions list page.
∞ Access All Auctions - Add Logo - Opens the "Choose Files" window to select images to add to the Organization.
See Adding And Modifying Images for more information. - Tag Maintenance - Links to the "Tag Maintenance" page.
∞ Tag Maintenance - Users - Links to the "Users" list report page.
∞ User Accounts
- Auctria Balance - Links to the "Account Balance" page (for credit card processing integration fees -- currently for Authorize.Net only). ∞ Auctria Balance
- License - Links to the "License" details page. ∞ License Details
- Create New Organization
Links to the "New Organization" page.
∞ Create New Organization - Delete Organization
This will delete the current Organization and requires a confirmation.
Special
Giving Tuesday
Links to the Giving Tuesday dashboard.
∞ Giving TuesdayCopy Standard Demo Auction
Opens a confirmation window before continuing with copying the current Auctria Demo Auction items and bidders data (only).
This will add a new event with the title based on the current Standard Demo Auction name and the date it was copied, i.e.: EnviroCare Spring Fundraiser (copied 14-Aug-2020).
Copy Online Demo Auction
Opens a confirmation window before continuing with copying the current Auctria Demo Auction items and bidders data (only).
This will add a new event with the title based on the current Online Demo Auction name, i.e.: EnviroCare Online Fundraiser.
Last reviewed: June 2023